Posts by Financial Design Studio, Inc.
Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, relocating to care for aging parents, without taking on debt and pushing back their retirement date.
Read MoreFDS Webinar on Successfully Retiring from Allstate with Executive Compensation
In this webinar, learn how to use your executive compensation for retiring from Allstate without unnecessary taxes!
Read MoreHow to Manage Healthcare Costs in Retirement
Future retirees worry about how to manage healthcare costs in retirement. We explore Medicare, long-term care, and more!
Read MoreShould I Get Long Term Care Insurance? [Video]
Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.
Read MoreCase Study 3: Repairing DIY Retirement Plans
In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.
Read MoreCase Study 1: Retiring Early to Travel the World
In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.
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